Asia Economics Update Energy shock in Asia: policy choices ahead High energy prices and growing concerns over energy security have already prompted significant policy responses across Asia. Some governments are looking to introduce inflation-suppressing measures... 10th March 2026 · 4 mins read
Asia Economics Update Is Asia running on empty with LNG? Asian economies vary in how dependent they are on LNG from the Gulf – for China and Japan, dependence is low, while Pakistan, Taiwan and Korea have much higher exposure. Low domestic inventories leave... 10th March 2026 · 4 mins read
Asia Economics Update The Iran shock and Asia As net energy importers, most economies in Asia are worse off and facing higher inflation as a result of the attacks on Iran. But oil prices would have to rise much further than they have so far – to... 2nd March 2026 · 5 mins read
Asia Economics Update New US tariff regime will rejig Asian electronics trade Trump’s new 15% global tariff rate reduces the tariff burden on most Asian countries, but the biggest winner is China. It still faces a higher tariff than countries elsewhere in the region, but the... 23rd February 2026 · 4 mins read
Asia Economics Weekly Bank of Thailand to cut again, Asia and the AI boom We will be holding an online briefing on Wednesday to discuss the region’s long-term economic outlook out until 2050. You can register by clicking here. We expect the Bank of Thailand to cut rates at... 20th February 2026 · 6 mins read
Asia Economics Weekly Singapore’s AI budget, election round-up Singapore’s 2026 budget, which was announced on Thursday, signals a modest fiscal loosening for the coming year. The budget also placed significant emphasis on positioning the economy for the AI... 13th February 2026 · 8 mins read
Asia Economics Update Thailand votes for stability, but growth to stay weak Thailand’s election result should help reduce political risk in the near term but does little to change the challenging economic outlook. The real test for the next government will be whether it can... 8th February 2026 · 3 mins read
Asia Economics Weekly Indonesia’s GDP rebound, Asian elections in focus Q4 GDP growth in Indonesia surprised on the upside at 5.4% y/y, the fastest pace since 2022 and a rare break from the strikingly narrow growth range seen over the past two years. However, given... 6th February 2026 · 5 mins read
Asia Economics Focus Thailand: economic woes to continue after election Whichever party wins Thailand’s general election on 8th February will inherit a weak economy, tight fiscal constraints, and deep-seated structural and demographic challenges. The continued shift... 2nd February 2026 · 17 mins read
Asia Economics Update Asia Manufacturing PMIs, Korea Trade (January) The January manufacturing PMI readings for Asian economies remain consistent with generally steady growth in manufacturing. However, the PMIs have recently been a poor guide to the hard activity data... 2nd February 2026 · 3 mins read
Asia Economics Update A look ahead to the key political events in Asia in 2026 In a busy electoral calendar, several Asian countries will go to the polls this year, with potentially significant implications for economic reform in India and macroeconomic stability in Bangladesh... 5th January 2026 · 4 mins read
Asia Rapid Response Thailand Interest Rate Announcement (Dec. 2025) Thailand’s central bank (BoT) today cut interest rates by a further 25bps, to 1.25%, and we doubt this marks the end of the easing cycle. With growth struggling and price pressures very low, we expect... 17th December 2025 · 2 mins read
Asia Economics Weekly BoT meets amid border clashes, Taiwan’s export boom The Bank of Thailand is likely to restart its easing cycle next week, against a backdrop of weak activity, deflation, an appreciating currency, and political/geopolitical uncertainty. Meanwhile... 12th December 2025 · 7 mins read
Asia Economics Update Thailand-Cambodia conflict: assessing the fallout The economic fallout from renewed border clashes between Thailand and Cambodia should remain modest. Trade between the two countries is small, and Thailand’s tourism sector should be insulated given... 9th December 2025 · 3 mins read
